MBL Wealth, LLC IEMG Holdings History

Number of Shares
606,197.00
Current Holdings Value*
$32.72 Mil
% of Portfolio
3.31%
Total Estimate Gain
$3.38 Mil
% of Total Estimate Gain
10.05%

MBL Wealth, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary

As of 2025-03-31, MBL Wealth, LLC held 606,197.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $32.72 Mil. This investment constitutes 3.31% of their stock portfolio, and MBL Wealth, LLC now holds 0.04% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.

The initial trade took place in 2020Q4. And since then MBL Wealth, LLC has made 11 purchases of IEMG, at an average price of $54.38, for a total of 618,579.00 shares. In addition, there have been 2 sales at an average price of $49.34 for 12,382.00 shares. Based on historical transaction data and IEMG's current price of $60.06, MBL Wealth, LLC's estimated gain on his IEMG holdings is $3.38 Mil, reflecting a 10.05% gain to date.

MBL Wealth, LLC IEMG ($60.06) Holding Chart

MBL Wealth, LLC IEMG ($60.06) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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